Tom Kerr
Tom Kerr has decades of experience in the financial world including equity research, portfolio management and wealth management. Tom has held the prestigious Charter Financial Analyst (CFA) designation since 1998. Tom also has extensive non-profit board experience including:
- Montana State Parks Foundation
- Great Burn Conservation Alliance
- CASA of Missoula County
Tom resides in Thousand Oaks, CA and is currently a volunteer ski patroller at Mt. Baldy Resort in Southern California. In his spare time, Tom is busy raising three teenage boys.
